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How Zapier works

Zapier makes it easy to integrate Formsite with BatchLeads - no code necessary. See how you can get setup in minutes.

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."

A trigger is the event that kicks off your automated workflow.

Setup an action from BatchLeads

An action is what takes place after the automation is triggered. For example, with BatchLeads, the action could be "Add Phone Number to DNC."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to BatchLeads

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to BatchLeads integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Formsite and BatchLeads to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Form
  Required
Trigger
Instant
Try It
SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Polling
Try It
Phone Call Answered
Triggers when a phone call is answered
Trigger
Polling
Try It
New Property Added
Triggers when a new property is added.
Trigger
Polling
Try It
Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Polling
Try It
Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Polling
Try It
Tag Added to a Property
Triggers when a tag is added to a property.
Trigger
Polling
Try It
- List Name
  Required
- Property Address
  Required
- Property Address 2
- Property City
  Required
- Property State
  Required
- Property ZIP
  Required
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt out
  Required
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property ID
  Required
- Tag Name
  Required
Action
Write
- Property ID
  Required
Action
Write
- Property ID
  Required
Action
Write
- Property ID
  Required
- Tag Name
  Required
Action
Write
- Property ID
  Required
- Lead Status Name
  Required
Action
Write

Direct Mail Delivered
Triggers when a Direct Mail is delivered.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
Phone Call Not Answered
Triggers when a phone call is not answered
Trigger
Polling
Try It
Property Added to a List
Triggers when a new or existing property is added To A List.
Trigger
Polling
Try It
Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Polling
Try It
Property Status Updated
Triggers when a property lead status gets updated.
Trigger
Polling
Try It
SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Polling
Try It
- Phone Number
  Required
Action
Write
- Property IDs
  Required
- List Name
  Required
Action
Write
- Property ID
  Required
- Note
  Required
Action
Write
- List Name
  Required
- Tag Name
  Required
- Property Address
  Required
- Property City
  Required
- Property State
  Required
- Property ZIP
  Required
Action
Write
- Property ID
  Required
- List Name
  Required
Action
Write
- Property IDs
  Required
- Skip Trace Name
  Required
Action
Write

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn moreLearn more

Related categories

Forms & Surveys

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Formstack

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Jotform

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Typeform

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About BatchLeads

BatchLeads is a All-In-One platform for real estate professionals

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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